jeffmori7 Posted October 13, 2012 Share Posted October 13, 2012 Finalement, on est combien de Québécois sur ce forum?! Je suis à Longueuil de mon côté. To everyone, it just seems that we are more people from Quebec than I was aware of, so I'm just investigating! Link to comment Share on other sites More sharing options...
beerbaron Posted October 13, 2012 Share Posted October 13, 2012 Jeff, il ya juste beaucoup de personne sur ce forum...it quite surprising the geographic diversity. I'm in Lemoyne/Longueuil too. BeerBaron Link to comment Share on other sites More sharing options...
Liberty Posted October 13, 2012 Share Posted October 13, 2012 I'm near Ottawa on Quebec's side. Link to comment Share on other sites More sharing options...
finetrader Posted October 13, 2012 Share Posted October 13, 2012 Moi aussi! De Montréal. Au plaisir! Link to comment Share on other sites More sharing options...
DCG Posted October 13, 2012 Share Posted October 13, 2012 I live in Burlington, VT - about 40 minutes from the border. Was just up in Montreal last weekend though. Love that city. I know pretty much no French though. Link to comment Share on other sites More sharing options...
mikazo Posted October 13, 2012 Share Posted October 13, 2012 I'm near Ottawa on Quebec's side. I'm near Ottawa on the Ontario side. :) Link to comment Share on other sites More sharing options...
ECCO Posted October 13, 2012 Share Posted October 13, 2012 St-Hubert (Longueuil) Link to comment Share on other sites More sharing options...
jeffmori7 Posted October 13, 2012 Author Share Posted October 13, 2012 Internet, what's funny about it, it's that you could discussing with your neighbor without ever know! Ok some one day could have a Montreal meeting! Why I have you here, anything good investment ideas in Quebec for any of you guys? Link to comment Share on other sites More sharing options...
mranski Posted October 13, 2012 Share Posted October 13, 2012 Not Quebecois, (Lotusland, high school french). However impressed with some quebec based comapnies such as MTY, Richlieu, Alimentation Couchetard, Power Corp. Link to comment Share on other sites More sharing options...
beerbaron Posted October 13, 2012 Share Posted October 13, 2012 Not Quebecois, (Lotusland, high school french). However impressed with some quebec based comapnies such as MTY, Richlieu, Alimentation Couchetard, Power Corp. First time I hear someone on this forum talk about Richelieu except for me. It' a big chunk of my portfolio since 2008. They always seem to operate better then most companies. Sadly it is rarely cheap... BeerBaron Link to comment Share on other sites More sharing options...
marcowelby Posted October 13, 2012 Share Posted October 13, 2012 I am from Laval myself Any members form the "disciples de Buffet" board from the old Webfin? Link to comment Share on other sites More sharing options...
mranski Posted October 13, 2012 Share Posted October 13, 2012 Francois Rochon (Giverny) talks about RCH as his major error of omission, even though he knew management and the business quite well. Oh, and Stella Jones (SJ). In BC we have enviable timber, and many lumber companies, yet this small montreal firm seems to dominate the treated lumber business. Link to comment Share on other sites More sharing options...
beerbaron Posted October 13, 2012 Share Posted October 13, 2012 Oh, and Stella Jones (SJ). In BC we have enviable timber, and many lumber companies, yet this small montreal firm seems to dominate the treated lumber business. Well, SJ was one of my error of omission, I read 10 years of financial statements in 2009 and did not buy around 19$ because I could not determine if I was buying at the high of a cycle and what the moat was. I still don't have any answers on both of those points tough... BeerBaron Link to comment Share on other sites More sharing options...
mranski Posted October 14, 2012 Share Posted October 14, 2012 Agree on the Moat with Stella Jones, can't see how the barriers to entry are high, as the business is so simple, however, they seem to be able to drive costs down with acquistions, and remove competitors. My friend follows them closely, thinks they are a $200 stock. Richelieu I would love to own slightly cheaper. Currently have Power and Mty. Link to comment Share on other sites More sharing options...
ECCO Posted October 14, 2012 Share Posted October 14, 2012 I am from Laval myself Any members form the "disciples de Buffet" board from the old Webfin? Salut MarcusWelby, on a deja pris une biere ensemble dans le temps du webfin. Mon nom etait eddyc je crois ou peut etre ecco. Plusieurs ex membre du webfin sont maintenant sur le forum du site de philippe soit l entrepreneur boursiier. I have sold a few BTMC this spring, do you still have your full position? Link to comment Share on other sites More sharing options...
marcowelby Posted October 18, 2012 Share Posted October 18, 2012 Hi ECCO I Liked these informal meetings we had in Montreal Regarding BMTC, the earnings seems to be going down, the share price look like in free fall. i sold about a third of my position. Wondering what to do next! I must say, I hate to be a seller Link to comment Share on other sites More sharing options...
mranski Posted November 1, 2012 Share Posted November 1, 2012 Francois Rochon article on those quebec companies: http://www.montrealgazette.com/business/your-business/Fran%C3%A7ois+Rochon+Being+boring+pays+dividends/7466678/story.html Link to comment Share on other sites More sharing options...
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